ERISA Compliance Document Management
Custom Compliance Documents:
Health and welfare plans must comply with DOL & IRS standards which are ever changing. Our compliance document management system is flexible to work on your terms.
Full-Service: We create and run the various individual ERISA documents and Non-Discrimination Tests needed.
Self-Service: We provide you with your own login to our system to create and run the ERISA documents or tests needed.
Private-Label: For Enterprise Customers you receive your own cloud based private-label document management system, all with your logos and website colors to match your brand.
Ivy Compliance™ provides:
- Unlimited Compliance Updates (reviewed by a national law firm)
- Unlimited Mid-Year Amendments
- Fast turnaround of custom ERISA documents
Contact us to learn more, get a quote or request a demo
ERISA Documents and SPDs:
- Section 125 POP Plan Document
- FSA Plan Document
- HRA Plan Document (all types)
- ERISA Wrap Plan Document
- Transportation/Parking Plan Document
Employers offering employee benefit plans may not discriminate in favor of highly compensated employees (HCEs) and key employees with respect to eligibility, contributions or benefits. Non-discrimination tests ensure employers compliant. Ivy Compliance™ provides instant results and can be retaken unlimited times throughout the year for the following.
- Section 125 POP Non-Discrimination Testing
- FSA Non-Discrimination Testing
- Sec. 105(h) (self-funded) Eligibility and Benefits Non-Discrimination Testing
Coming Soon: Form 5500
See also additional Managed Care services.